Off the Road

Transitional arrangements and certificates for pensions from 6 April 2024


Our webinar series allows you to engage with our Technical and Investment Teams from afar as they deliver a wealth of useful technical and market-related content.

Tune into 'Off the Road'

Our tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home or your office.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to ensure you’re kept up to date with the latest technical and market changes.

So grab a drink and settle in for some structured CPD time.

How do you register?

Hit the ‘register now’ button and enter your details to complete your registration. You’ll then receive a confirmation email from our team with the necessary event details.

Platform update
Speaker Name
Kenny Boyd
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Kenny Boyd will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Kenny

Speaker Bio

Kenny is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Platform update
Speaker Name
Andy Witter
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Andy will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Andy

Speaker Bio

Andy has worked in the financial services industry since 2001 and joined AJ Bell in 2004. Following roles in our SSAS, SIPP and New Business departments, he has worked latterly as a Technical Services Consultant involved in, amongst other things, our Retail Distribution Review and illustrations projects. Andy has now joined our AJ Bell Investcentre Business Development Team, and is responsible for promoting the platform and supporting intermediaries across the North of England.

Platform update
Speaker Name
Matthew Jonas
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Matthew will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

 

About Matthew

Speaker Bio

Matthew’s career in the financial services industry began in 2003, when he started working for a major high street bank. He later moved abroad to work in an international financial advisory firm, before joining AJ Bell in 2014 as a member of our Adviser Support Team. Matthew progressed to the Business Development Team in 2015, working to support advisers in the North of England. He is now responsible for promoting the platform and supporting intermediaries across the North East of England.

Platform update
Speaker Name
Billy Singh
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Billy will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Billy

Speaker Bio

Billy is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Platform update
Speaker Name
Michael Teetsun
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Michael will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Michael

Speaker Bio

Michael is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Platform update
Speaker Name
Greg Morton
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Greg will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Greg

Speaker Bio

Greg is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Active vs passive - the perennial debate
Speaker Name
Speakers - Ryan Hughes & Matt Brennan
Speaker Job Title
Heads of Active & Passive Portfolios
Speaker Firm
AJ Bell
Session Overview

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Speaker Bio

Ryan Hughes
Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Matt Brennan
Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

Managing Political Risk
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

The start of 2022 has seen both bonds and equities rocked by geo-political risks ranging from Russia’s invasion of the Ukraine, Canada’s action against protestors and Party gate.  Kevin will take a look ahead into what the consequences of these and other actions may be and how you could navigate the markets at the height of political unrest.

About Kevin

Speaker Bio

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO.

All about the Consumer Duty
Speaker Name
Tom Selby
Speaker Job Title
Senior Analyst
Speaker Firm
AJ Bell
Session Overview

Head of Retirement Policy, Tom Selby will be taking a deep dive into the FCA’s Consumer Duty. He’ll focus on the implications of the regulatory overhaul for the financial services industry and outline the key points you should be aware of.

About Tom

Speaker Bio

Tom Selby is a multi-award-winning former financial journalist, specialising in pensions and retirement issues. He spent almost six years at a leading adviser trade magazine, initially as Pensions Reporter before becoming Head of News in 2014. Tom joined AJ Bell as Senior Analyst in April 2016. He has a degree in Economics from Newcastle University.

AJ Bell Luminary 2023
Speaker Name
Various
Speaker Job Title
professionals
Speaker Firm
AJ Bell
Session Overview

We invite you to join us for our Luminary 2023 webinar, a session of inspiring and educational talks, by a majority female line-up.

Sessions include a whistlestop session on the Lifetime ISA, climate investing, the importance of diversity in the workplace and some financial family planning. We’ll also address imposter syndrome, and welcome back our charity partner to finish with a heart-warming story.

Full details of the line-up and information on each session can be found on the agenda.

The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only. Tax and pension rules apply.
This session is intended for professional financial advisers only. 

 

About

Speaker Bio

Please download our agenda to see what's in store. 

Investival 2023
Speaker Name
Webinar
Speaker Job Title
Online
Speaker Firm
event
Session Overview

The speakers from our annual Investival event take to your screens to provide you with a variety of topical and insightful investment presentations. Each session is just 15 minutes long as we take you on a whistle-stop tour of a variety of asset classes and marketts.  Download the agenda to view the full line-up.

 

About Webinar

Speaker Bio

Download the agenda above to view the full line-up. 

Understanding bond market risk
Speaker Name
Jamie Ward
Speaker Job Title
Head of Investment Solutions
Speaker Firm
AJ Bell Investments
Session Overview

With bond markets performing very badly in 2022, and 2023 being only marginally better, Jamie Ward explains the different types of risk such markets pose, why you can't just rely on one simple measure like credit quality, and how AJ Bell thinks about bond markets when constructing portfolios.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

About Jamie

Speaker Bio

Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.

The outlook for 2024
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
AJ Bell
Session Overview

In his talk, our Investment Director, Russ Mould, will look at the potential outlook for economies, markets and portfolios in the year ahead and beyond. 

About Russ

Speaker Bio

Russ Mould's long experience of the capital markets began in 1991 when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993 he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008 Following the acquisition of Shares' parent company, MSM Media, by AJ Bell Group, he was appointed as AJ Bell's Investment Director in summer 2013.     

Transitional arrangements and certificates for pensions from 6 April 2024
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

In this session Lisa looks at the transitional arrangements for those that have accessed their pension under the lifetime allowance regime, but still have uncrystallised funds that will be taken under the new rules. She’ll go through the standard calculations that apply and look at when transitional tax-free certificates may boost the tax-free cash your clients can take. With plenty of cases studies to examine when you should – and definitely shouldn’t – apply for a certificate, this session will give you the technical know-how as well as the practicalities of how and when to apply for certificates.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

About Lisa

Speaker Bio

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

AJ Bell Multi-Asset webinar
Speaker Name
Line-up
Speaker Job Title
see agenda
Speaker Firm
above
Session Overview

Our popular Multi-Asset Investment Webinar is making a comeback for 2023, with talks from an array of fund managers discussing all things multi-asset. We’ll shine the spotlight on the outlook for economies, markets and portfolios, and address what’s on the regulatory agenda in the US, Europe and the UK. We’ll take a look at alternative investments, diversification and how to invest in a changing economic environment, and squeeze in our experts’ thoughts on the likelihood of a recession, how to manage a natural income approach and whether inflation is here to stay. 


The event qualifies for structured CPD time and should make for a fascinating use of your morning.

About Line-up

Speaker Bio

Please download our agenda to see what's in store. 

Annual allowance
Speaker Name
Josh Croft
Speaker Job Title
Technical Consultant
Speaker Firm
AJ Bell
Session Overview

In this webinar our technical expert Josh will address the annual allowance – the different allowances available, the interactions between them and carry-forward planning opportunities with the abolition of the Lifetime Allowance. A useful webinar you’ll not want to miss! 
 

About Josh

Speaker Bio

Josh studied Business Studies at the University of Lincoln before beginning to work in financial services, initially in Defined Benefit pension fund management and more recently in corporate workplace pensions and benefits. He joined the AJ Bell Technical Team in 2019, providing technical support to various teams, and is also involved in delivering technical training to staff.

Why the Retirement Income Review needs to be at the top of your priority list
Speaker Name
Mel Holman
Speaker Job Title
Managing Director
Speaker Firm
CATS
Session Overview

We are looking forward to welcoming Mel Homan, Managing Director of CATS as our spring tour guest speaker. Mel will provide an overview of the Retirement Income Review, looking at the true meaning of fair value and how this links into to your Consumer Duty requirements. She’ll dive into some of the FCA’s concerns and ask what else they should be addressing. Linking all of this together she’ll help decipher what ‘value’ really looks like to both you and your clients.

About Mel

Speaker Bio

Mel is a certified and chartered financial planner and has worked in the field of compliance since 1995. Mel is Director and founder of CATS. Mel formed CATS in 2005 after realising that Financial Advisers firms had a need for a Compliance Support company that rolled up their sleeves and got involved to take away the stress of managing a business whilst ensuring they were complying with the regulator.

Whilst Mel is one of those strange people who enjoys compliance, in her spare time she enjoys running, general keep fit and the occasional glass of wine and spending time with her family, especially her two Granddaughters.

Investment update
Speaker Name
Andy Adshead
Speaker Job Title
Business Development Manager - Investments
Speaker Firm
AJ Bell Investcentre
Session Overview

Andy will discuss a variety of ‘at retirement’ solutions taking into consideration volatility bands and risk. This insightful session should help you evaluate your current solutions, and check they work for you and your clients, whilst taking into account regulatory considerations.

About Andy

Speaker Bio

Andy is on hand to support you with on-platform and off-platform investments in the AJ Bell Funds and MPS solutions, and to handle any queries about our external platform partners.

Investment update
Speaker Name
Brian Donald
Speaker Job Title
Business Development Manager - Investments - South
Speaker Firm
AJ Bell Investcentre
Session Overview

Brian will discuss a variety of ‘at retirement’ solutions taking into consideration volatility bands and risk. This insightful session should help you evaluate your current solutions, and check they work for you and your clients, whilst taking into account regulatory considerations.

About Brian

Speaker Bio

Brian is on hand to support you with on-platform and off-platform investments in the AJ Bell Funds and MPS solutions, and to handle any queries about our external platform partners.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top